Collapse Tab by Default Regardless of Field Visibility Business Rule

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Within my Opportunity form, I have tabs that contain conditional fields. These fields are only visible if a certain condition is met - so I have a business rule that toggles their visibility based on this condition.

I would like to collapse all but the main tab when an opportunity is loaded. Having these field level visibility rules prevents the "Expand this tab by default" option from working. I would like these tabs to be collapsed by default.

Any ideas how I can implement this?

Thanks,

Jeff

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ThomasN 3,190 on at

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Hi Jeff, Thank you for reaching out. While the business rules are very useful they don't do absolutely everything we need, yet. I have solved this two ways. When it is just a few fields I have broken those fields into tabs and then toggle visibility of all the fields in that tab based on the condition. This hid the tab when there were no fields visible.

If the form is big which I would expect the Opportunity form to have a lot going on, then I use JavaScript on the form. First if you have other JavaScript on the form you may want to check with the owner of that script to avoid conflicts. If you feel comfortable enough you can use the below script as a start for hiding a tab based on a condition. The key is you would have to do one or the other. CRM does not like it when JavaScript and Business Rules adjust the same fields.

Please verify if this gives you an answer. Let us know if you need more help. Have a wonderful day!

-Tom

// Set to go on form load and field change function HideTab(){ // Set a variable for the condition you are needing met, the example below is for looking up an option set value var conditionMet = Xrm.Page.getAttribute("field_schema_name").getSelectedOption().value; // Where 1 = the value of the option set with the condition if(conditionMet == 1){ // TAB is the name (not the label) of the tab you want hidden Xrm.Page.ui.tabs.get("TAB").setVisible(false); //Hide Tab } }

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Pradeep Gowda on at

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This Seems to be Product Defect , You would be able replicate this if you have business rule Functional on the tab.

Issue is Replicated in the version :(8.2.2.128) (DB 8.2.2.135) and Even the lower version's i believe.

However it is not getting replicated in 9.0

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Pradeep Gowda on at

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This Seems to be Product Defect , You would be able replicate this if you have business rule Functional on the tab.

Issue is Replicated in the version :(8.2.2.128) (DB 8.2.2.135) and Even the lower version's i believe.

However it is not getting replicated in 9.0

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Vipin J 1,603 on at

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problem I had faced which was from business rules.

Here is a blog post - [View:https://vjcity.blogspot.com/2019/05/deactivated-business-rule-running-in-ms.html:750:50]

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